Frequently Asked Questions

What services do you provide?

We offer a comprehensive range of financial services, ensuring all your needs are met either in-house or through our valued industry partners. Our core services include:

As your one-stop shop for financial solutions, we strive to provide sound guidance and support in every aspect of your financial journey.

Do we have to meet in person, or can we meet virtually?

We are pleased to offer our services both in person and virtually. You can choose to meet us at our Lakewood office, or we can arrange to meet you at a convenient location in certain circumstances. Additionally, we provide virtual consultations via phone or video call. Click here to schedule a complimentary consultation today.

Do you work with residents from out of state?

Yes! We are licensed to conduct financial planning and advisory investment management services in all 50 states.

What is the cost of your services?

Investment Management:

Our services for managing and investing your assets are fee-based. This fee is variable and competitive, and your advisor will discuss the specifics with you during your consultation.

Financial Planning:

We charge a fixed fee for a comprehensive financial plan, ranging from $1,500 to $5,000, depending on the complexity of your unique financial situation. This fee will be determined and reviewed during your consultation with one of our advisors. This fee is included with our investment management services.

Clients are not required to transfer assets to our management. We can provide advisory services for your investment decisions, or we can take custody of your assets and manage the investments for you.

For more information, please click here to schedule a complimentary consultation today.

I own one or more real estate investment properties; how can you help me?

Our comprehensive financial planning software is designed to handle complex financial scenarios, including the income and implications of purchasing, owning, or selling real estate investment properties. Many of our clients, as well as several of our staff members, own investment properties. With our extensive experience in navigating unique real estate investment considerations, we are confident that we will provide valuable insights and support that aim to maximize your real estate investments.

I'd like to lower my tax burden, can you help me with this?

Yes, we offer comprehensive tax planning solutions to help you minimize your tax burden. If your tax situation requires specialized expertise beyond our scope, we will connect you with one of our reputable local industry partners to ensure you receive the best possible advice and support.

Do you offer estate planning?

Yes, we specialize in estate planning. Estate planning is an essential component of a comprehensive financial plan. Our goal is to ensure that you and your family are financially prepared for the future and the seamless transfer of your estate.
Click here to learn more about our estate planning services.

Do you offer insurance products or annuities?

Yes, through our partnership with LPL as our broker-dealer, we have access to insurance and annuity products from all major providers. This allows us to compare options and find the best products to meet your needs.

How often can I meet with my advisor?

At WealthClarity, we prioritize your financial well-being. We schedule at least one comprehensive meeting each year to review your investment performance and financial plan. Additionally, we understand that life can be unpredictable, so we are always available to meet with you as needed to navigate life changes, investment decisions, and major purchases.

Is there a minimum amount to work with WealthClarity?

No, WealthClarity does not have a minimum account amount requirement to work with us. However, some of our advisors have their own account minimums. Schedule a complimentary consultation today, and we’ll match you with an advisor who’s the right fit for your needs.

Do you follow the fiduciary standard?

Yes, we follow the fiduciary standard, which means we always prioritize your needs and goals in every decision we make. Click here to learn more about the fiduciary standard.